Filed June 4, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG, LLP Service code 16 · EIN 34-6565596 | Consulting | $29,200 |
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES Service code 16 · EIN 06-1685865 | Consulting | $15,000 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,776 | $41,409+37.1% | $94,993-40.2% | $80,976-29.9% |
| Participation rate | 42.8% | 46.1%-3.2pp | 73.9%-31.0pp | 68.3%-25.4pp |
| Annual return | 18.31% | 18.00%+0.3pp | 27.12%-8.8pp | 22.91%-4.6pp |
| Employer contribution / active EE | $718 | $698+2.8% | $2,603-72.4% | $2,402-70.1% |
| Participant deferral / active EE | $1,396 | $1,441-3.1% | $3,317-57.9% | $3,848-63.7% |
| Admin fee / account holder | $10 | $48-80.0% | $4,960-99.8% | $67-85.7% |